Update Sage Intacct contacts when contacts are updated in BrokerEngine
Maintain accurate and up-to-date contact information across BrokerEngine and Sage Intacct with this seamless workflow. When a contact is edited in BrokerEngine, the alteration is instantly mirrored in Sage Intacct, eliminating the need for manual data entry and potential discrepancies. As a result, you can focus more on the important tasks while ensuring consistent contact data management between the two platforms.
Maintain accurate and up-to-date contact information across BrokerEngine and Sage Intacct with this seamless workflow. When a contact is edited in BrokerEngine, the alteration is instantly mirrored in Sage Intacct, eliminating the need for manual data entry and potential discrepancies. As a result, you can focus more on the important tasks while ensuring consistent contact data management between the two platforms.
- When this happens...Contact Updated
Triggers when a contact is updated.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
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Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try ItSubscribed Tags
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